Senior Mortgage Administrator

15 hours ago


Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type: Full-time

Mortgage & Protection Administrator Role

We are seeking a highly organized and detail-oriented Mortgage & Protection Administrator to join our successful team at Artemis Recruitment Consultants Ltd in Horsham, Sussex. The ideal candidate will have experience working within financial services, particularly with mortgages and protection.

Key Responsibilities:

  1. Organize adviser diaries and book client meetings.
  2. Maintain back office systems.
  3. Manage the fixed rate renewal process, including suitability letters and post-meeting action point letters for clients.
  4. Create and source mortgage cases, writing factfinds and suitability reports.
  5. Support clients throughout the planning process, from initial contact through updates and queries.
  6. Communicate with solicitors, lenders, and estate agents to progress cases and update clients and planners.
  7. Develop and maintain spreadsheets to keep the team informed of case progress.

Requirements:

  1. Experience in financial services, especially with mortgages and protection.
  2. Strong numerical and written communication skills.
  3. Excellent organizational and administrative skills, managing multiple advisers' workflows.
  4. Able to use initiative to problem-solve and anticipate next steps.
  5. Demonstrable experience building rapport with clients.
  6. Adaptable to change management plans and business initiatives.
  7. Confident in influencing senior stakeholders.
  8. Proficient in Office 365.

The ideal candidate will have a salary range of £25k - £30k and is looking for a challenging role with opportunities for growth and development.



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